How does your ideal retirement differ from reality, and what can we do to better align the two?
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401(k) savings are taxed as ordinary income when funds are withdrawn.
A change in your mindset during retirement may drive changes to your portfolio.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.